Waddell & Associates’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $433K | Sell |
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|
2025
Q1 | $454K | Hold |
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|
2024
Q4 | $401K | Sell |
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|
2024
Q3 | $434K | Buy |
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|
2024
Q2 | $376K | Buy |
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|
2024
Q1 | $353K | Sell |
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|
2023
Q4 | $456K | Buy |
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|
2023
Q3 | $409K | Sell |
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|
2023
Q2 | $419K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $263K | Buy |
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|
2022
Q3 | $234K | Hold |
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|
2022
Q2 | $269K | Buy |
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